Investment Q&A

Q: In your view, which will be more profitable (growth +dividend) in 2021: BEP or GSY? Seriously overweight now in BEP and wanting to redirect the surplus to GSY, but BEP just keeps going up. (Not a bad problem to have.) Advice regarding timing of such a switch would also be appreciated. Thank you.

Q: Hello,

With PEO having been taken out, could you please recommend a company(-ies) with similar characteristics (i.e. small cap, steady, great management, potential for a takeover etc)?

Thank you

Q: these stocks where my biggest winners in 2020 all gaining well over 100 per cent thanks for these recommendations, still holding but would like to increase my positions your thoughts? which one would you be most inclined to add to if any?

Q: For TFSA, looking at either RBA, ECN or GSY. How would you rank for long term growth at this time?

Q: Hi, I'm currently holding NTR, WSP and GSY in my margin account. I've held NTR for a long time since Potash days and currently still down. I've done really with WSP and GSY but my loss on NTR almost equally offsets those gains. I would like to move some of these into my reg. accounts, what would be the best thing to do? I understand transferring any of these in kind would trigger a deemed disposition and trigger a capital gain/loss. What's your long term view of these positions and what do you think is the best way to proceed? Thanks!

Also, is there any website where you can plug in what you bought a stock at on a certain date and it would track what the market value would be worth now if it went through any splits or mergers?

Q: Thanks for all the advice and enjoy some quiet time over the holidays.
After the year end flurry of tax loss selling and portfolio adjustments, I will have new contributions to well balanced RESP and TFSA in 2021. Could you suggest 3 companies to add for each for long term holds and growth ?
Cheers, Peter

Q: Can you please provide your top 3-5 Cdn and U.S. large cap picks that based on current valuations are poised to provide the greatest total return by the end of 2021 irrespective of sector etc?

Q: My 18-year-old daughter is interested in the stock market and wants to understand the value of owning stocks. She is looking to follow 6 stocks. She has some post-secondary aspirations for next year and would like your suggestions on 3 stable and 3 growth-oriented companies that you would buy today. Thanks

Q: The current news that Go Easy is buying back shares could indicate good news or bad, which is it. If I should sell now looks like the time if there is bad news ahead.

Q: Hi guys,

I will be able to move on January 2nd one of the following from my non registered account to my tfsa. (Lspd,gsy&shop)
Merry Christmas and Happy New Year's to the staff of 5i
Jim

Q: Do you know what's moving Versabank lately? I was about to sell my shares about a month ago after two years during which it went nowhere. Do you think it is worth hanging on? What would be a good replacement in the small-mip cap financial sector, other than GSY.

Q: Seems there is a trend or investment opportunity to buy shares in small Canadian companies that are then acquired by US companies. What comes to mind are JPMorgan acquiring Solium Capital and Goldman Sachs putting in an offer for all of People. What other such small Canadian companies are liking to "suffer" this acquisition fate?.....Tom

Q: Hello 5i,
A very Merry Christmas and Happy New Year to all at 5i and fellow members!! Here's hoping for a great 2021!!
My question is pertaining to Goeasy which is at 3.93% of my portfolio with a very significant gain to my TFSA. As a retired, dividend-oriented Balanced investor with an otherwise pretty well-balanced portfolio, my question is: how high should I let it run before pruning? I have sold and re-bought in the past but prior to this most recent run-up was thinking of adding. In other words, what kind of weighting would you assign to GSY based on the foregoing?
And, I would like to take this opportunity to thank everyone at 5i for all of the work they do for the members - 5i Research can be extremely proud of the work they do on our behalf and should know how much it is valued and appreciated!!!
All the best!
Cheers,
Mike

Q: Is there any news for SHOP big price increase on Wednesday ? GSY increase 10% in 2 days . Is it an effect from triple witching due on Friday ? When would PEO acquisition completed ? I am thinking to avoid the possible tax increase in capital gain . Is it a good idea just to sell it now? I greatly appreciate the excellent service at 5i. Happy Holiday.

Q: Hello,
If you had to pick 2 Canadian and 2 US growth stocks what would be your favourites today? I believe abnb will be a disruptor in the industry, what do you think of them currently? Would you buy or wait till the dust settles a bit. At what price would you consider it a good buy? Thank you

Q: Hi team

made some nice gains from the above stock, thanks for recommending it

I wonder if it is large enough (assets over 1 billion) for the big pension
plan to show interest to own some shares (like Quebec Pension plan or CPP)
or it could be a take over target by a bank of life co

you mentioned that at 1 point, there could be a hike in dividends next year,
please elaborate, thanks

Michael

Q: Can you please rate these stocks for growth over the next two years and possibly throw in a couple more choices you prefer. Thanks

Q: I have a DOY balanced portfolio (Alpha-Balanced for guidance) , with less than 10 year timeframe.
I’m underweight communication services, and energy. Not a fan at this stage of oil or precious metals. Overweight in industrials and technology.
My concern is with my overweight in technology. Reading a number of opinion articles that refer to the tech boom as another dot.com. The reply often is oh but this is different.
Here’s my two cents worth especially related to tech stocks I own. First of all investors/traders seem to be jumping in and out of technology based on the latest COVID-19 / vaccine news.
Re KXS; will still be in demand long after Covid-19. LSPD; somewhat sensitive to Covid-19 but have done a good job diversifying and adapting restaurant services etc. Will do well in recovery.
Maybe more acquisitions.
SHOP; like Amazon will carry on even though the valuation is high. Younger generation will still shop on line.
Now comes the tricky part. WELL and VEEV. I don’t quite have a handle on. Not sure if the demand for their service will still be there post COVID-19.
Your comments and/or thought would be greatly appreciated. I have a feeling that many of your clients would be interested in what you have to say.
I’m an experienced investor but don’t have access to the kinds of info I once did. I depend a great deal on your unbiased expert opinion.
Merry Christmas

Roy

Q: Hi,
I am trying to look at the stocks I own , not merely as 'stocks" but rather as an investment in a good business. When I look at it that why, I am inclined not to sell indiscriminately irrespective if the stocks have gone up or not. Generally, if I do sell, I realize that I had made a terrible mistake in doing so, after the fact.
To my limited knowledge I do look to 5i for guidance.
Would you consider the stocks I have listed , to be those that represent "good businesses" and that are worth holding even 5 or 10 years out?

Thanks

Q: The ability to 'buy now, pay later' appears to be a growing trend. I note that Affirm just purchased the Canadian company PayBright this week, and that Affirm has filed for an IPO. Are there any publicly listed Canadian or US companies that focus on that are high growth investment opportunities that you would recommend? Can I assume that any firms that do have this as their core product have a very small 'moat' - that if the banks sense an opportunity here, they will eventually dominate this space?